Loan Servicing Onboarding Specialist

Department: Operations

Employment Type: Full Time

Location: Client

Compensation: ₱25,000 - ₱40,000 / month

Description

We are seeking a detail-oriented and process-driven Loan Servicing Onboarding Specialist to join our fast-growing servicing team. This position plays a critical
role in the accurate and timely onboarding of newly originated and transferred loan portfolios, including both real estate-secured and chattel loans. The ideal candidate has a deep understanding of loan boarding best practices, system mapping (FICS preferred), and compliance-driven data integrity.

Key Responsibilities

• Coordinate and execute the onboarding of new loan portfolios, including bulk transfers and individual originations.
• Import and validate loan data using system templates (e.g., FICS import modules), ensuring all critical fields are accurately mapped and reconciled.
• Conduct pre-boarding audits: verify collateral data, escrow balances, interest calculations, and payment schedules.
• Work closely with originations, escrow, compliance, and IT teams to ensure smooth data transfer and onboarding handoff.
• Review and upload required loan documentation, including security instruments, amortization schedules, insurance declarations, escrow analyses, and borrower contact information.
• Track onboarding milestones and maintain detailed logs of pending documentation or data corrections.
• Generate borrower communications such as welcome letters
• Troubleshoot data anomalies or system errors and escalate issues for resolution.
• Assist with onboarding checklists and playbooks to standardize and improve future transfers.
• Support audits, investor due diligence, and servicing reviews related to data boarding.

Skills, Knowledge and Expertise

• 2+ years of experience in mortgage or consumer loan servicing, preferably in a loan boarding or data reconciliation capacity
• Familiarity with FICS, MSP, or equivalent servicing platforms
• Strong knowledge of mortgage documents and data fields (e.g., Note, Security Instrument, Escrow, Amortization)
• Proven attention to detail and ability to identify and correct data inconsistencies
• Intermediate to advanced Excel skills (e.g., VLOOKUP, pivot tables)
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Experience with chattel loan boarding, including manufactured housing loans
• Prior experience onboarding servicing transfers or investor portfolios
• Knowledge of escrow administration, loan accounting, and compliance regulations (RESPA, TILA)
• Experience working with servicing systems (FICS), Payment processing (Paymentus), Black Knight, or API-driven loan systems

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided